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Company: Sophus Capital

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Plus, an update on China.

Funds:
Renaissance Emerging Markets Fund
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Economies pummelled in 2018 now offer opportunities.

Funds:
Renaissance Emerging Markets Fund
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Main growth drivers remain intact, but geopolitical issues are cropping up. (Runtime: 5 min, 48 sec; size: 2.73 MB)

Funds:
Renaissance Emerging Markets Fund
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A look at EM growth, politics and trends. (Runtime: 5 min, 57 sec; size: 2.79 MB)

Funds:
Renaissance Emerging Markets Fund
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When a company you're invested in gets bad press, what do you do?

Funds:
Renaissance Emerging Markets Fund
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As China's economy expands, focus on tech and the consumer.

Funds:
Renaissance Emerging Markets Fund
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Before investing in emerging markets, think about how you'll handle short-term political volatility.

Funds:
Renaissance Emerging Markets Fund
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There are four main drivers that will influence the performance of global emerging markets over the short and long term.

Funds:
Renaissance Emerging Markets Fund
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Developed markets are decelerating—despite years of central banks trying to boost these economies through quantitative easing and monetary policy—but emerging markets are growing.

Funds:
Renaissance Emerging Markets Fund
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